CRM
A custom CRM is a customer management system shaped on your sales process, with no pointless fields to fill in. It gathers deals, quotes and conversations in one place that belongs to the company: when customer information lives in individual salespeople's inboxes, the contacts leave when they do.
Where projects usually start
If more than one of these sounds familiar, there's time to be recovered.
- Deals tracked through personal email, chat and scattered notes
- No visibility on how many opportunities are open, or where they stand
- Quotes rebuilt from scratch every time, with confused numbering and versions
- Forgotten follow-ups and clients going cold without anyone noticing
- Off-the-shelf CRMs so complex that the team stops updating them after a month
What we build
We build a lean CRM with only the fields you need, so the team uses it instead of working around it.
Deal pipeline
Stages tailored to your sales process, with value, likelihood and expected close date.
Quotes and documents
Quotes generated from templates, versioned, sent and tracked through to acceptance.
Conversation history
Emails, calls and notes attached to the right contact, visible to everyone authorised.
Tasks and reminders
Follow-ups assigned to a person and a date, so no opportunity is left uncovered.
What changes
- Contacts stay with the company even when the salesperson changes
- Sales forecasts based on the history of closed deals
- Faster, more consistent quotes
- Fewer chances lost to forgotten follow-ups
A clear method, in six steps
You always know where we are, what we're doing, and what you'll see at the next release.
Analysis
We watch how you work today, find where the time goes, and agree the priorities with you.
Design
We define features, interfaces and architecture. You see what the software will be before it gets written.
Development
We work in short iterations, releasing often to a staging environment you can open whenever you like.
Testing
We check the software against your real data and real cases, together with the people who'll use it daily.
Launch
Data migration, team training and go-live, followed step by step.
Support
We stay your technical point of contact: fixes, changes and new features over time.
Questions about crm
If your question isn't here, send it over: we reply within one working day.
These often go together
The most effective projects combine several areas: a management system with an app for people working on site, or a CRM wired into invoicing.
Tell us about your project
Tell us what isn't working today and how you handle it now. We'll reply within one working day with a first assessment, no strings attached.